Hudson Way Capital Management LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$205.6B
Holdings
15
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CHRCHURCHILL DOWNS INC | 305,742 | $35.2B | 17.11% | |
| 2 | KKRKKR & CO INC | 1,253,280 | $31.7B | 15.40% | |
| 3 | HP5AEQUITY COMWLTH | 953,748 | $31.0B | 15.08% | |
| 4 | —GCI LIBERTY INC | 364,257 | $22.4B | 10.89% | |
| 5 | GOOGALPHABET INC | 11,828 | $12.8B | 6.22% | |
| 6 | BANDBANDWIDTH INC | 159,582 | $12.0B | 5.82% | |
| 7 | VVISA INC | 62,900 | $10.9B | 5.31% | |
| 8 | LKQ1LKQ CORP | 339,934 | $9.0B | 4.40% | |
| 9 | ZZILLOW GROUP INC | 190,918 | $8.9B | 4.31% | |
| 10 | —IHS MARKIT LTD | 136,822 | $8.7B | 4.24% | |
| 11 | OSWONESPAWORLD HOLDINGS LIMITED | 450,422 | $7.0B | 3.40% | |
| 12 | COLDAMERICOLD RLTY TR | 211,976 | $6.9B | 3.34% | |
| 13 | SCHWTHE CHARLES SCHWAB CORPORATI | 96,360 | $3.9B | 1.88% | |
| 14 | LBRDKLIBERTY BROADBAND CORP | 27,500 | $2.9B | 1.39% | |
| 15 | SBACSBA COMMUNICATIONS CORP NEW | 11,076 | $2.5B | 1.21% |